10/03/2018
Stonehage Fleming and Lombard Int’l join forces
Their extensive knowledge and experience enhances our total wealth management capabilities and is a strong complement to our existing wealth planning tools
10/03/2018
Their extensive knowledge and experience enhances our total wealth management capabilities and is a strong complement to our existing wealth planning tools
10/03/2018
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
'Will help cope with ever-increasing regulatory burden'
10/02/2018
Global Finance unveils its 25th annual listing of the best banks—globally, regionally and in 149 countries. Winners have outperformed their peers and shown the ability to adapt to rapidly changing conditions in the industry.
10/02/2018
Deal is expected to increase turnover to more than €15m a year in the Republic
10/02/2018
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Nicola Wealth Management has launched the Nicola Infrastructure and Renewable Resources Fund; a new fund with a mandate that includes investments that hold other ‘real assets’, such as a wider universe of global infrastructure (bridges, highwa
10/01/2018
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
And how do the banks perform in these areas?
10/01/2018
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
It is being held during the first week of October.
10/01/2018
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Combined group will have more than £2bn in AUA
09/30/2018
This is a boon for every wealth management organization as of today
09/30/2018
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/27/2018
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
FN's sister publication Barron's takes an in-depth look at the former AllianceBernstein CEO's new venture